EWM
Evermay Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Hold |
229
| – | – | ﹤0.01% | 396 |
|
|
2025
Q1 | $16.5K | Hold |
229
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $20.4K | Sell |
229
-229
| -50% | -$20.4K | ﹤0.01% | 382 |
|
|
2024
Q3 | $38.6K | Hold |
458
| – | – | 0.01% | 354 |
|
|
2024
Q2 | $35.1K | Hold |
458
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $33.2K | Sell |
458
-6
| -1% | -$435 | 0.01% | 384 |
|
|
2023
Q4 | $34.9K | Buy |
464
+6
| +1% | +$452 | 0.01% | 356 |
|
|
2023
Q3 | $31.4K | Buy |
458
+229
| +100% | +$15.7K | 0.01% | 342 |
|
|
2023
Q2 | $33.3K | Sell |
229
-7
| -3% | -$1.02K | 0.01% | 346 |
|
|
2023
Q1 | $36K | Hold |
236
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $36.7K | Hold |
236
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $36K | Hold |
236
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $35K | Hold |
236
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $40K | Hold |
236
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $31K | Hold |
236
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $30K | Hold |
236
| – | – | 0.01% | 311 |
|
|
2021
Q2 | $31K | Buy |
+236
| New | +$31K | 0.01% | 326 |
|